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Wealth Management Advisor - Remote

Posted 5 days ago
Sales / Business
Full Time
Canada

Overview

As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, ensuring their satisfaction while providing tailored financial advice and solutions.

In Short

  • Develop and maintain client relationships
  • Advise on investment, loans, and insurance products
  • Drive results through strategy development
  • Manage business relationships and service quality
  • Stay updated on financial services and market trends
  • Participate in community outreach activities
  • Assess member/client satisfaction
  • Collaborate with various partners and experts
  • Work towards members' financial goals
  • Ensure compliance with financial regulations

Requirements

  • Bachelor's degree in a related field
  • Minimum of one year of relevant experience
  • Mutual fund representative certificate
  • Knowledge of French is required
  • Understanding of financial, economic, and legislative events
  • Specialized knowledge in tax and financial issues
  • Knowledge of debt management
  • Compliance with financial product distribution legislation
  • Understanding of financial services cooperatives
  • Action-oriented with strong interpersonal skills

Benefits

  • Competitive salary and annual bonus
  • 4 weeks of flexible vacation starting in the first year
  • Defined benefit pension plan
  • Group insurance including telemedicine
  • Reimbursement of health and wellness expenses
  • Telework equipment provided

T.P

The Personal

Desjardins Financial Security is part of Desjardins Group, the largest cooperative financial group in North America, serving over 52,000 employees. Recognized as one of Canada's top employers in 2024, Desjardins offers a comprehensive range of financial products and services, including personal and business services, wealth management, and various insurance solutions. The organization is committed to equity, diversity, and inclusion, fostering a positive workplace that values individual differences and promotes accessibility throughout the recruitment process. Pursuing a career at Desjardins means joining a people-first organization dedicated to building strong relationships with its members and clients.

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